FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.53B
1-Year Est. Return 15.73%
This Quarter Est. Return
1 Year Est. Return
+15.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.19B
AUM Growth
-$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,834
New
Increased
Reduced
Closed

Top Buys

1
+$8.25M
2
+$4.35M
3
+$3.49M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.28M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.01M

Top Sells

1
+$2.89M
2
+$2.65M
3
+$2.49M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.36M
5
NVDA icon
NVIDIA
NVDA
+$968K

Sector Composition

1 Technology 17.51%
2 Financials 14.06%
3 Healthcare 8.3%
4 Industrials 8.2%
5 Consumer Staples 5.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1101
$2.34K ﹤0.01%
68
1102
$2.34K ﹤0.01%
29
-3
1103
$2.34K ﹤0.01%
23
1104
$2.34K ﹤0.01%
100
1105
$2.34K ﹤0.01%
25
1106
$2.34K ﹤0.01%
25
1107
$2.34K ﹤0.01%
21
1108
$2.33K ﹤0.01%
40
1109
$2.32K ﹤0.01%
75
1110
$2.32K ﹤0.01%
15
1111
$2.31K ﹤0.01%
30
1112
$2.3K ﹤0.01%
45
1113
$2.3K ﹤0.01%
85
1114
$2.29K ﹤0.01%
21
1115
$2.29K ﹤0.01%
15
-1
1116
$2.29K ﹤0.01%
23
1117
$2.29K ﹤0.01%
43
1118
$2.27K ﹤0.01%
17
1119
$2.26K ﹤0.01%
110
1120
$2.26K ﹤0.01%
45
1121
$2.25K ﹤0.01%
66
1122
$2.24K ﹤0.01%
51
1123
$2.24K ﹤0.01%
55
1124
$2.24K ﹤0.01%
225
-135
1125
$2.24K ﹤0.01%
70
43 44
45
46 47